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MSI Financial Services’s Walker & Dunlop WD Stock Holding History

MSI Financial Services’s Portfolio WD Stock Details WD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-390
Closed -$9K – 4106
2016
Q1 		$9K Buy
390
+248
+175% +$5.86K ﹤0.01% 2852
2015
Q4 		$4K Buy
+142
New +$4.1K ﹤0.01% 3225
2013
Q4 		– Sell
-125
Closed -$2K – 2606
2013
Q3 		$2K Sell
125
-634
-84% -$10.5K ﹤0.01% 1985
2013
Q2 		$13K Buy
+759
New +$13.7K ﹤0.01% 1441

Other funds holding WD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
RCM
Riverhead Capital Management Wilmington, Delaware $2.71B AUM 2.34% 1-Year Est. Return

MSI Financial Services's WD Position: Q2 2016 in Review

MSI Financial Services sold out of Walker & Dunlop (WD) in Q2 2016, closing a stake of 390 shares — an estimated $9K sold.

MSI Financial Services first reported a position in WD in Q2 2013 and held it in 4 quarters. The position peaked at $13K in Q2 2013. 159 funds tracked by Wall St. Rank hold WD as of Q2 2016.

  • MSI Financial Services reported no remaining Walker & Dunlop position as of Q2 2016 after selling out during the quarter.
  • MSI Financial Services sold 390 Walker & Dunlop shares in Q2 2016, an estimated $9K.
  • MSI Financial Services first reported a position in Walker & Dunlop in Q2 2013 and held it in 4 quarters.
  • MSI Financial Services's Walker & Dunlop position peaked at $13K in Q2 2013.
  • 159 funds tracked by Wall St. Rank held Walker & Dunlop as of Q2 2016.

Based on MSI Financial Services's 13F filing for Q2 2016, filed 25 Jul 2016.